Five short steps. Nothing saves until the last one, so you can back out any time.
What are you setting up?
Who is this for?
Not in the list yet? Type a new name below and it gets created with the order.
What is the job?
This drives the Texas lien notice deadlines on the Collections tab.
What is it worth?
Look it over
✎ Editing a saved estimate — "Save estimate" will update it instead of creating a new one.
👤 Customer info
⚡ Add services
🔌 Add materials
📋 Added items
No services or materials added yet.
Texas tax rule: Labor is NOT taxable. Materials and equipment are taxed at 8.25%.
Quote summary
Estimated total$0.00
No estimates yet.
📤 Import updated prices from a spreadsheet
Upload a CSV or Excel file with a Name column and a Price column (Category, Unit, and Taxable are optional). Rows are matched to your existing services by name — matches get their price updated, anything unmatched is previewed as a new service before you apply it.
⚙ Edit service prices
📤 Import updated prices from a spreadsheet
Upload a CSV or Excel file with a Name column and a Price column (Category, Unit, and Taxable are optional). Rows are matched to your existing materials by name — matches get their price updated, anything unmatched is previewed as a new material before you apply it.
⚙ Materials price list
+ Add a new material
+ Add a new service
Custom services
Checking whether addendum AI is connected...
📄 Upload an addendum, RFP addendum, or scope narrative
Use this when a job picks up extra scope after the original bid — an addendum PDF, a clarification memo, a design-build narrative, and so on. AI reads it and drafts a cost estimate for you to review, edit, and add to a quote. This is separate from the Blueprints tab, which is for takeoff on drawing sheets.
📋 Draft estimate from AI — review before using
Line items
📑 Saved addendum estimates
No addendum estimates yet.
Customers & GCs
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Jobs
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Contracts
This is a view over your existing jobs and customers — nothing here is entered twice. Add or edit contract details from a job's "Contract" section, and add MSA details from a customer's record.
💼 Company-level MSA status
No customers yet.
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Collections
Built from your existing invoices and job/contract data. This is informational, not legal advice — confirm specifics with an attorney before relying on any deadline shown here.
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📝 Log a promise-to-pay or contact
🕑 Activity log
Nothing logged yet.
Blueprint takeoff
Drop in the plan set, pick the electrical sheets, and get a counted takeoff you can price. Big files are fine now.
Checking the takeoff service…
1. Pick the drawings
📁
Drop a PDF plan set here, or tap to browse
Full sets are fine, 200 sheets and hundreds of megabytes.
Nothing uploads until you pick which sheets to read.
2. Choose the sheets to read0 selected
Want a real sheet index? Most drawing sets print the titleblock as artwork, so there is no text to read.
This looks at each sheet and pulls the sheet number, title and discipline, then selects the electrical ones for you.
Costs about a penny a sheet and takes under a minute.
Symbol legend
Pointing at your legend sheet is the single biggest accuracy win. It gets read first, then every other sheet is counted against your actual symbols.
How closely should it look?
3. Reading the drawings
Starting…0%
4. Your takeoff
🕐 Past takeoffs0
Saved automatically. Numbers only, the drawings themselves are never uploaded or stored.
Nothing here yetRun a takeoff and it will show up here on its own.
Invoices
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Change Orders & Pay Applications
📋 Select job
📊 Schedule of values (original contract line items)
Optional. Break the original contract into trade/category line items for a full G703. If no line items are added, the app uses the single "Original contract value" and "Work complete %" fields above instead.
No schedule of values line items yet.
+ Add change order
No change orders yet.
G702 Pay Application Summary
Current payment due$0.00
Notes & Tasks
+ Quick note / task
🕑 Open
Nothing open.
✅ Completed
Nothing completed yet.
Reports
Revenue by customer (filtered range)
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Job profitability snapshot
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Demand letter
Add customer
Master Service Agreement (MSA)
Add job
Contract details
The "Customer" above is your GC / the party who hired you. If there's a separate property owner, enter it here — Texas lien law treats owner and GC as different parties, and it matters for notice deadlines.